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CRD: 122913
Wealth Management SERVICES,LLC
$14.2M Total AUM
$0 Disc. AUM
-- 3Y CAGR
2 Employees
36 ADV. Clients
27 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 01-14-1999
- Office Locations
- 1
Office Locations
2 Lawrence Square Suite B Springfield IL
About Wealth Management SERVICES,LLC
Wealth Management Services serves business owners and individuals in the Buffalo, NY area with comprehensive financial planning, including tax, estate, protection, retirement and investment planning. The team combines insurance, investing, and wealth-preservation guidance with long-term retirement strategy, led by principal advisors including a CFP/CLU/AIF professional.
Team overview
-- AVG AGE
$7.1M AVG AUM / ADVISOR
$394.8K AVG AUM / CLIENT
25.4 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
27yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
J
JERALD T. BARKMEIER
Manager, President
- CRD
- #4603365
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
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D
DEBRA ANN PETERS
Senior Financial Consultant
- CRD
- #4603370
Available
Available
Available
Showing 1 of 2 contacts
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $14,211,018 | -- |
| Total | $14,211,018 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - OTC:
Available Cash:
Available U.S. Government/Agency:
Available Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - OTC | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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